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Vanguard Mega Cap Value ETF

452 hedge funds and large institutions have $6.65B invested in Vanguard Mega Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 169 increasing their positions, 115 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,048% more call options, than puts

Call options by funds: $287K | Put options by funds: $25K

153% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 30

47% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 115

10% more capital invested

Capital invested by funds: $6.05B → $6.65B (+$598M)

7% more funds holding

Funds holding: 421452 (+31)

3% more funds holding in top 10

Funds holding in top 10: 3435 (+1)

0.99% less ownership

Funds ownership: 71.44%70.46% (-0.99%)

Holders
452
Holders Change
+31
Holders Change %
+7.36%
% of All Funds
5.95%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.46%
New
76
Increased
169
Reduced
115
Closed
30
Calls
$287K
Puts
$25K
Net Calls
+$262K
Net Calls Change
-$1.06M
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
226
Florida Financial Advisors
Florida
$789K -$16.5K -128 -2%
MOS
227
MGO One Seven
Ohio
$780K
SIM
228
Synergy Investment Management
Florida
$773K +$798K +6,185 New
ORC
229
O'Rourke & Company
Massachusetts
$746K +$110K +855 +17%
VWA
230
Visionary Wealth Advisors
Illinois
$736K +$13.6K +105 +2%
VC
231
Vicus Capital
Pennsylvania
$731K -$19K -147 -2%
CAG
232
Csenge Advisory Group
Florida
$719K -$46.2K -358 -6%
RMAM
233
Raab & Moskowitz Asset Management
New Jersey
$715K +$31.9K +247 +5%
CWM
234
Collaborative Wealth Management
Florida
$714K
Jane Street
235
Jane Street
New York
$713K +$736K +5,705 New
WP
236
WMS Partners
Maryland
$709K
IA
237
IFP Advisors
Florida
$699K +$17.9K +139 +3%
KFGK
238
Keystone Financial Group (Kentucky)
Kentucky
$693K
CP
239
Creekside Partners
California
$693K
GFG
240
Goldstone Financial Group
Illinois
$689K +$1.55K +12 +0.2%
NEPWA
241
New England Private Wealth Advisors
Massachusetts
$679K +$425K +3,290 +153%
MCM
242
MidAtlantic Capital Management
Virginia
$667K
HTC
243
Haverford Trust Company
Pennsylvania
$664K +$126K +975 +22%
GIA
244
Gladstone Institutional Advisory
Florida
$657K +$258 +2 +0%
JIC
245
Johnson Investment Counsel
Ohio
$653K +$258 +2 +0%
MAM
246
Mainsail Asset Management
Alabama
$653K -$1.94K -15 -0.3%
MWM
247
Meridian Wealth Management
Kentucky
$651K +$258 +2 +0%
JWM
248
JFG Wealth Management
Colorado
$650K +$672K +5,205 New
RCAG
249
Rehmann Capital Advisory Group
Michigan
$645K +$2.45K +19 +0.4%
WBG
250
Wharton Business Group
Pennsylvania
$631K